See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $226,603 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 26 · EIN 43-1451524 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,295,714 | $241,101+852.2% | $103,333+2121.7% | $199,593+1050.2% |
| Participation rate | 0.0% | 78.3%-78.3pp | 74.5%-74.5pp | 72.0%-72.0pp |
| Annual return | 17.39% | 17.80%-0.4pp | 24.88%-7.5pp | 34.25%-16.9pp |
| Employer contribution / active EE | $2,395 | $4,244-43.6% | $3,868-38.1% | $3,034-21.1% |
| Participant deferral / active EE | $5,840 | $3,958+47.5% | $5,057+15.5% | $5,087+14.8% |
| Admin fee / account holder | $5,270 | $288+1732.2% | $8,355-36.9% | $269+1860.4% |